David Gustafson

SunTrust Bank accounts — Interest

Wells Fargo Bank accounts — Interest

Schwab 529 Plan Moderately Aggressive Portfolio — Int./Div.

Schwab Target 2030 Fund (SWDRX) — Int./Div.

Virginia College 529 Savings Plans, Alleghany Portfolio — Int./Div.

Rental property, Greenville, SC — Rent

Duke Energy common stock — Dividend

Enbridge Energy common stock — Dividend

Part VII, line 4: Shares in SWDRX investment were held in spouse's Schwab SEP IRA, spouse's Schwab Rollover IRA, and spouse's separate Schwab brokerage

account. I combine them to report the investment without regard to which account the shares are in.

Part VII, line 5, Column D: We made monthly contributions to this 529 plan. Each contribution was below the reporting amount of $1,000, but in the aggregate

they exceeded $1,000.

Part VII, line 6: The property was appraised 7/20/2008, shortly before the closing. A mortgage on this property, reported on part VI in prior years, was fully paid

off in 2012.